PRITX vs. OTCAX
Compare and contrast key facts about T. Rowe Price International Stock Fund (PRITX) and MFS Mid Cap Growth Fund (OTCAX).
PRITX is managed by T. Rowe Price. It was launched on May 8, 1980. OTCAX is managed by MFS. It was launched on Dec 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRITX or OTCAX.
Key characteristics
| PRITX | OTCAX | |
|---|---|---|
| YTD Return | 5.60% | 18.25% |
| 1Y Return | 13.26% | 26.89% |
| 3Y Return (Ann) | -0.31% | -0.97% |
| 5Y Return (Ann) | 4.90% | 8.98% |
| 10Y Return (Ann) | 5.33% | 8.89% |
| Sharpe Ratio | 1.23 | 2.04 |
| Sortino Ratio | 1.82 | 2.79 |
| Omega Ratio | 1.22 | 1.36 |
| Calmar Ratio | 1.04 | 1.23 |
| Martin Ratio | 6.43 | 10.68 |
| Ulcer Index | 2.46% | 2.81% |
| Daily Std Dev | 12.84% | 14.69% |
| Max Drawdown | -72.86% | -73.07% |
| Current Drawdown | -7.22% | -3.98% |
Correlation
The correlation between PRITX and OTCAX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PRITX vs. OTCAX - Performance Comparison
In the year-to-date period, PRITX achieves a 5.60% return, which is significantly lower than OTCAX's 18.25% return. Over the past 10 years, PRITX has underperformed OTCAX with an annualized return of 5.33%, while OTCAX has yielded a comparatively higher 8.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRITX vs. OTCAX - Expense Ratio Comparison
PRITX has a 0.84% expense ratio, which is lower than OTCAX's 1.00% expense ratio.
Risk-Adjusted Performance
PRITX vs. OTCAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price International Stock Fund (PRITX) and MFS Mid Cap Growth Fund (OTCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PRITX vs. OTCAX - Dividend Comparison
PRITX's dividend yield for the trailing twelve months is around 1.04%, while OTCAX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRITX T. Rowe Price International Stock Fund | 1.04% | 1.10% | 0.45% | 0.86% | 0.38% | 2.31% | 1.67% | 1.45% | 1.24% | 1.11% | 1.22% | 0.92% |
OTCAX MFS Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.09% | 0.00% |
Drawdowns
PRITX vs. OTCAX - Drawdown Comparison
The maximum PRITX drawdown since its inception was -72.86%, roughly equal to the maximum OTCAX drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for PRITX and OTCAX. For additional features, visit the drawdowns tool.
Volatility
PRITX vs. OTCAX - Volatility Comparison
The current volatility for T. Rowe Price International Stock Fund (PRITX) is 3.47%, while MFS Mid Cap Growth Fund (OTCAX) has a volatility of 4.20%. This indicates that PRITX experiences smaller price fluctuations and is considered to be less risky than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.